At FEG, we collaborate with our clients to help them fulfill their missions. FEG is an independent, employee-owned, full-service investment advisory firm with more than 30 years of stability and growth. We offer in-depth education on current investment strategies and trends based on sound research principles.
Empower our clients to achieve their goals through superior investment performance, objective insights, and research.
Achieving client missions as an innovative and trusted partner through investment excellence.
INDEPENDENCE & OBJECTIVITY
As a 100% employee-owned firm, FEG is structured to ensure our clients-come-first model endures over the long term. We are an objective, institutional partner to our clients and we have no affiliations with broker-dealers.
PROACTIVE CLIENT SERVICE
FEG aims to consistently provide our clients with dedicated, robust client service—we tailor our investment process around the unique needs and goals of each client, no matter the size. Additionally, we seek to proactively engage clients, deliver thorough and ongoing education, and deliver counsel on critical components of an investment program—such as governance and spending policy—that can sometimes fall outside traditional institutional investment relationships.
IDEAL SIZE / BROAD INDUSTRY NETWORK
Possessing the significance to command talent and global resources, FEG remains nimble and seeks to provide outstanding service and customized solutions to our clients. Our strong network of industry relationships helps us provide clients access to early lifecycle, niche, closed, and oversubscribed strategies, and enables us to facilitate introductions that can help meet our clients’ holistic goals.
DIRECT ACCESS TO OUR DEEP BENCH OF INVESTMENT TALENT
FEG serves as an extension of your staff, offering open-door access to our credentialed research and portfolio management teams, each of which is dedicated to monitoring market complexities, managing volatility/risk, and seeking high-quality investment managers. Additionally, we also have dedicated private capital and hedge fund resources, and provide clients a full suite of in-depth research, as well as education on current strategies, market insights, and trends.
Our investment philosophy is rooted in the belief that investment excellence is earned through the following four essential principles:
FEG is committed to advancing responsive investing in the asset management space. We are proud signatories of the UN PRI and will look to integrate ESG factors into investment decisions in accordance with the PRI’s six guiding principles that focus on the development of a more sustainable global financial system.
Additionally, we are members of US SIF, Confluence Philanthropy, and Mission Investors Exchange.